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Recent Posts
- A collection of thoughts and links for 2023 tax prep season
- Holiday gift and tipping guide 2023 update
- Year-end Tax Planning 2023-2024 and recent changes
- Should your estate plan try to avoid income taxes rather than avoid estate taxes?
- Planning for the 10-year clean out rule and inherited IRAs
- Mid-year planning for SECURE Act 2.0 and inflation impact
- As Scammers try harder, just be more clever!
- Holiday gift and tipping guide update
- Year-end Tax Planning 2022-2023 and Inflation
- Mid-Year planning – Rates, Roths and Rules
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